Nadine Marie Burns, CFP^®

While Nadine will handle all aspects of a client's financial planning needs, she has come to provide special assistance particularly to women during life's transitions, be it moving from the workforce to retirement, through divorce, or loss of a spouse or parent. Most of her clients are very smart and successful women who want to take control of their financial life and share the same three desires: 1) to Have a simple plan that works for them, 2) Assurance they are doing enough to secure an active future, 3) Firm belief that they will be able to continue helping the people and initiatives they care about. Nadine's strategy includes discussing their goals and analyzing their current position to build their lifestyle plan while continuing to learn and become more confident in their financial affairs.

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances